Shane Dewling, BA, CFP®, FMA®, Investment Planning Advisor, CDSPI Advisory Services Inc.
Shane Dewling joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor for dental professionals and their families. He provides investment planning expertise in the areas of tax planning, estate planning, retirement and wealth management. Shane is also well versed in helping dentists leverage their business assets through the incorporation or sale of their dental practice.
Shane, who holds both the Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations, is a wealth management specialist with over 20 years of experience working with high net worth clients, such as physicians, accountants, lawyers, and dentists. For much of his career, he worked with a national firm serving medical professionals and their families.
Outside of work
Shane is married and the proud father of two children. He has been an active fundraiser for various charitable organizations and, in his spare time, enjoys travelling with his family and friends. With an appreciation for the Canadian outdoors, Shane prefers exploring the beauty offered by Canadian scenery and landscapes. However, in addition to seeing Canada coast-to-coast, Shane has also travelled to international destinations such as the Bahamas, British & U.S. Virgin Islands, Mexico and Hawaii.
1.800.561.9401 ext. 6863